Writing proposals isn’t why you became an accountant. Did you? You’d rather be spending time in spreadsheets, crunching numbers and helping clients make sense of their finances
Luckily, modern proposal software for accountants has come to the rescue, speeding up and greatly easing the process of acquiring new clients.
Imagine a new client reaching out to you and asking for a proposal. Instead of spending hours typing one up, you open a proposal tool like FigsFlow. You pick a sleek template, add the client’s details, and outline your services. The platform even creates an engagement letter and lets the client sign it digitally. In just a few minutes, you’ve sent a professional proposal that wows them.
For accountants looking to save time and establish credibility, FigsFlow is exceptional. It allows you to manage numerous clients without breaking the bank and automates tedious tasks like writing engagement letters.
Moreover, it integrates with HubSpot and other applications, allowing you to maintain organisation without switching between apps. For lone accountants or small or large teams, it’s a great deal at only £10 per month.
But FigsFlow is not the only choice. If you are collaborating with a sales team, Qwilr is ideal. It turns dull PDFs into interactive proposals with videos, calculators, and even tracking to watch how clients interact with your pitch.
Proposify is a fantastic option for small teams because it provides editable templates and simple PDF downloads for clients who would like to take a more conventional approach.
But if you’re new to accounting, FreshBooks is a good place to start. It’s affordable and even lets you turn proposals into invoices in one click. And if you’re flying solo, HoneyBook is your one-stop solution. It combines scheduling, invoicing, and proposal tools into one system.
Proposal software today is revolutionising the work of accountants. Not only are they saving you tonnes of time, but they also make you look professional and help you win clients without putting in extra effort.
So why go through cumbersome methods when proposal software will do it for you? Switch over today.
